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BALCX vs TAAHX
BALCX vs TAAHX Comparison
Open Charts BALCX vs TAAHX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Transamerica Multi-Managed Balanced R
Price$31.74
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets1.28B
BALCX vs TAAHX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 225B vs. TAAHX (1.29B). TAAHX pays higher dividends than BALCX: TAAHX (1.39) vs BALCX (1.28). BALCX was incepted earlier than TAAHX: BALCX (24 years) vs TAAHX (3 years). BALCX (1.32) and TAAHX (1.32) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 171.00 vs. TAAHX (33.00). TAAHX has a lower initial minimum investment than BALCX: TAAHX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 1.81 vs. TAAHX (-1.51).
| BALCX | TAAHX | BALCX / TAAHX | |
| Total Expense Ratio | 1.32 | 1.21 | 109% |
| Annual Report Gross Expense Ratio | 1.32 | 1.32 | 100% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | -3.896 | -5.862 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.29B | 17,510% |
| Annual Yield % from dividends | 1.28 | 1.39 | 92% |
| Returns for 1 year | 1.81 | -1.51 | -119% |
| Returns for 3 years | 8.04 | 2.52 | 319% |
| Returns for 5 years | 27.72 | N/A | - |
| Returns for 10 years | 38.61 | N/A | - |